Brickley Wealth Management

Brickley Wealth Management Financial advisors helping people build communities, legacies and thriving futures. Read our disclosures: https://www.brickleywealth.com/social-disclosures

Founded in 1985, our firm began with one mission—to support people. From families to future generations, business leaders to sprouting startups, and everyone in between. We continue our commitment to our clients and community to reach greater goals and generate growth.

Hypothetical example: Sarah gifts $5 million in growth-oriented investments to an irrevocable trust for her children. Th...
09/01/2026

Hypothetical example: Sarah gifts $5 million in growth-oriented investments to an irrevocable trust for her children. Those assets grow at 7% annually. In 15 years, they're worth approximately $13.8 million. If she had kept them in her estate, that $13.8 million would be included in her taxable estate at death. By gifting now, only the original $5 million counts against her lifetime exemption. The $8.8 million in growth transfers tax-free.

What a Dollar of Gain Really Costs: High-earner marginal rate on long-term gains in California.
08/25/2026

What a Dollar of Gain Really Costs: High-earner marginal rate on long-term gains in California.

A Monte Carlo Simulation is a statistical technique used in financial planning to model the probability of different out...
08/20/2026

A Monte Carlo Simulation is a statistical technique used in financial planning to model the probability of different outcomes in an investment portfolio by running multiple simulations based on random variables.

$30M - The federal estate and gift tax exemption for married couples under the 2026 rules, now permanent with no sunset....
08/17/2026

$30M - The federal estate and gift tax exemption for married couples under the 2026 rules, now permanent with no sunset.

Dollar Cost Averaging: Investing a fixed amount at regular intervals, regardless of market conditions. Can reduce the im...
08/13/2026

Dollar Cost Averaging: Investing a fixed amount at regular intervals, regardless of market conditions. Can reduce the impact of market fluctuations.

High earners generally pay 110% of last year's tax through estimates, not 100%, to avoid a penalty.
08/10/2026

High earners generally pay 110% of last year's tax through estimates, not 100%, to avoid a penalty.

Words worth knowing: tax bracket.The income range used to determine the tax rate applied to your income. The higher your...
08/06/2026

Words worth knowing: tax bracket.

The income range used to determine the tax rate applied to your income. The higher your income, the higher the tax rate.

When your CPA and advisor don't talk investment decisions and tax planning help shape each other. Skip the overlap and i...
08/03/2026

When your CPA and advisor don't talk investment decisions and tax planning help shape each other. Skip the overlap and it can surface at tax time.

07/24/2026

Congratulations to Ebi Mathew for passing the CFP exam! The team's proud of you and excited for what’s ahead.

Most people with a concentrated stock position know the concentration is a risk worth addressing. What stops them is the...
07/23/2026

Most people with a concentrated stock position know the concentration is a risk worth addressing. What stops them is the tax bill, and the worry that fixing one problem creates another.

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161 W 25th Avenue, Suite #204
San Mateo, CA
94403

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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